Schwab Us Aggregate Bond ETF SCHZ
Institutional shares held
93.9 Million
100
calls
0
puts
Total value of holdings
$2.13B
$2K
calls
$0
puts
# of Institutions
628
We take great care to ensure that the data presented and summarized in this overview for SCHWAB US AGGREGATE BOND ETF is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SCHZ
View all-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.1 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$80.9 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.1 Million5.37% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.6 Million17.53% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA2.53MShares$57.2 Million0.25% of portfolio
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Milliman Financial Risk Management LLC Chicago, IL2.42MShares$54.9 Million1.71% of portfolio
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Envestnet Asset Management Inc2.05MShares$46.4 Million0.03% of portfolio
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Blue Sky Wealth Advisors, LLC2.04MShares$46.3 Million7.25% of portfolio